Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Cambiar Opportunity Fund · CAMWX, CAMOX | 61% | 0.65% | Cambiar Investors, LLC |
| 2 | Madison Dividend Value ETF · DIVL diff. adviser | 19% | 0.65% | Madison Asset Management, LLC |
| 3 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 18% | 0.90% | Madison Asset Management, LLC |
| 4 | Large Cap Value Fund diff. adviser | 17% | 0.63% | Madison Asset Management, LLC |
| 5 | BAYWOOD VALUEPLUS FUND · BVPIX diff. adviser | 15% | 0.70% | SKBA Capital Management LLC |
| 6 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX diff. adviser | 15% | 0.75% | Cullen Capital Management, LLC |
| 7 | Cullen Enhanced Equity Income ETF · DIVP cheaper | 15% | 0.55% | — |
| 8 | Brown Advisory Sustainable Value ETF · BASV diff. adviser | 14% | 0.71% | Brown Advisory LLC |
| 9 | Victory Pioneer Equity Income VCT Portfolio diff. adviser | 13% | 0.79% | Victory Capital Management Inc. |
| 10 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX diff. adviser | 13% | 0.66% | Bright Rock Capital Management, LLC |
| 11 | Matrix Advisors Dividend Fund · MADFX diff. adviser | 13% | 0.90% | Matrix Asset Advisors, INC |
| 12 | BNY Mellon Enhanced Dividend and Income ETF · BEDY cheaper | 13% | 0.50% | — |
| 13 | BAYWOOD SOCIALLYRESPONSIBLE FUND · BVSIX diff. adviser | 13% | 0.90% | SKBA Capital Management LLC |
| 14 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX diff. adviser | 13% | 0.65% | Morgan Stanley Investment Management Inc. |
| 15 | Brookstone Value Stock ETF diff. adviser | 13% | 0.91% | Brookstone Asset Management, LLC |
| 16 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 13% | 0.06% | Charles Schwab Investment Management, Inc. |
| 17 | Hillman Value Fund · HCMAX diff. adviser | 13% | 0.95% | Hillman Capital Management |
| 18 | Franklin ClearBridge Enhanced Income ETF · YLDE cheaper diff. adviser | 12% | 0.48% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | iShares U.S. Transportation ETF · IYT cheaper diff. adviser | 12% | 0.38% | BlackRock Fund Advisors |
| 20 | Select Transportation Portfolio · FSRFX diff. adviser | 12% | 0.69% | Fidelity Management & Research Company LLC |
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